Bluedoor Private Wealth LLC Makes New $657,000 Investment in JPMorgan Equity Premium Income ETF $JEPI

Bluedoor Private Wealth LLC bought a new position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 11,476 shares of the company’s stock, valued at approximately $657,000.

Several other large investors have also recently added to or reduced their stakes in the stock. Oarsman Capital Inc. increased its position in JPMorgan Equity Premium Income ETF by 29.2% in the fourth quarter. Oarsman Capital Inc. now owns 5,595 shares of the company’s stock worth $320,000 after buying an additional 1,263 shares during the period. Tableaux LLC increased its position in JPMorgan Equity Premium Income ETF by 1,462.3% in the fourth quarter. Tableaux LLC now owns 1,503,922 shares of the company’s stock worth $86,084,000 after buying an additional 1,407,660 shares during the period. Tobias Financial Advisors Inc. increased its position in JPMorgan Equity Premium Income ETF by 8.9% in the fourth quarter. Tobias Financial Advisors Inc. now owns 289,257 shares of the company’s stock worth $16,557,000 after buying an additional 23,533 shares during the period. Tenzing Financial LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the fourth quarter worth $16,660,000. Finally, WealthTrust Axiom LLC acquired a new stake in JPMorgan Equity Premium Income ETF in the fourth quarter worth $240,000.

JPMorgan Equity Premium Income ETF Price Performance

Shares of NYSEARCA JEPI opened at $56.37 on Tuesday. JPMorgan Equity Premium Income ETF has a 1-year low of $55.10 and a 1-year high of $59.90. The business’s fifty day moving average price is $56.53 and its two-hundred day moving average price is $57.47. The firm has a market capitalization of $44.66 billion, a PE ratio of 23.93 and a beta of 0.54.

JPMorgan Equity Premium Income ETF Company Profile

The JPMorgan Equity Premium Income ETF (JEPI) is an exchange-traded fund that is based on the S&P 500 index. The fund is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income. JEPI was launched on May 20, 2020 and is managed by JPMorgan.